Access portfolios that have been tailored by your dealer group or your licensee, with BT Panorama providing you with the tools and smart technology. Your solution if you want to create your own models, or use a professional investment manager to do it for you.

Central

Create, rebalance and manage your own portfolio - all in one place.

Easy

Easy to implement for your clients on BT Panorama.

Transparent

Full transparency of underlying assets.

Control

Benefits for you

Flexibility

Your licensee or your business can create a tailored portfolio with a choice of underlying assets that work best for your clients’ and your business objectives, risk tolerance and asset preferences. You will be fully supported by BT Panorama’s smart technology and innovative wealth management system, with access to professional investment manager tools.

In addition, with tailored portfolios you can cater for a whole range of clients - retail, wholesale and more sophisticated/bespoke clients that require an exclusive portfolio solution.

Improved business efficiency

Client focus

Saving time on administration allows you to spend more time with your clients, helping to build stronger relationships. Through individual asset management and tax treatments you may be able to assist with your clients’ individual financial requirements.

Benefits for your clients

Individual tax benefits

In respect of Panorama Investments, as your clients beneficially own the underlying assets, they have direct access to any franking credits and dividend payments on these assets. They will not inherit any embedded tax positions as is the case with a managed fund.

Flexibility

By creating a tailored portfolio your business or licensee can select up front an asset mix that works best for your client's overall wealth strategy. You can also individually adjust the asset mix within the portfolio, through exclusions of certain assets from the portfolio. Clients also have the opportunity to transfer their asset holdings to another portfolio* without triggering capital gains, giving you and your clients more flexibility in structuring their holdings individually.

*Depending on asset class availability in new portfolio.

Transparency

BT Panorama’s rich reporting functionality gives your clients the ability to view the positions and performance of all underlying assets in their tailored portfolio at a glance. And with BT Panorama’s mobile app your clients are kept actively engaged with their wealth, even when they are on the go.

To find out more about what’s involved in implementing managed accounts into your practice contact us and we will help you understand your options and start your plan.

The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto.